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Our Client Services Team
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Charles D. Vaughan is President, Chief Retirement and Investment Strategist of THE RETIREMENT SOURCE®, He began his career in the investment business in 1960 as a security analyst trainee for a local brokerage firm while attending the University of Cincinnati. He received a BA degree in economics in 1962 and became a Registered Representative of the New York Stock Exchange and continued evening school graduate studies in finance.
Having begun during this period when investment choices were limited and trading costs were fixed, he has held onto the belief throughout his 50-year career that business should be built on long-term client relationships, superior research and client service.
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Kimberly Vaughan began her career with THE RETIREMENT SOURCE®, in 1990 as the Client Service Director. With over 20 years experience in administrative services for senior management, Kim has gained extensive knowledge and developed the skills necessary to help our clients in many innovative ways. She added the title of Events Coordinator in 1995 to meet the needs of our clients in concierge services.
Kim continues to meet the needs of our clients with the utmost of professionalism, whether it is assisting clients in balancing their careers and personal life, accomplishing difficult tasks, or by just being a friend.
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Gary L. Williams, CFP® has been involved in the financial services industry for over 23 years and has been licensed as A CERTIFIED FINANCIAL PLANNER® by the Certified Financial Planner Board of Standards Inc. for over 20 years. His experience allows him to bring a unique viewpoint to his work and as financial planner; he is free to develop client-focused strategies in everyday challenges.
He has seen the Greater Cincinnati regional area grow and prosper. He is familiar with the challenges faced by its residents thus is eager to help them.
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Mark G. Srofe, CFP® has over 24 years in Financial Planning; Mark is a veteran of the Financial Services Industry. Mark studied Economics at the University of Cincinnati and has a B.A degree. He continued his education through the College of Financial Planning in Denver and earned his Certified Financial Planning (CFP®) designation in 1993. Mark also went on to earn designations as a Chartered Retirement Plan Specialist (CRPS) and Accredited Investment Fiduciary (AIF).
Mark has been affiliated with THE RETIREMENT SOURCE® for many years.
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Securities and Investment Advisory Services offered through Crown Capital Securities, L.P.